# This CEO Helps People Invest Like Institutions – Meet Joe Barrato Founder & CEO Arrow Funds Page: https://stenobird.com/podcast/smart-money-circle-95624/this-ceo-helps-people-invest-like-institutions-meet-joe-barrato-founder-ceo-arrow-funds Text version: https://stenobird.com/podcast/smart-money-circle-95624/this-ceo-helps-people-invest-like-institutions-meet-joe-barrato-founder-ceo-arrow-funds.md Podcast: [Smart Money Circle](https://stenobird.com/podcast/smart-money-circle-95624) Published: 2026-05-15T21:57:09+00:00 Episode link: https://podcasters.spotify.com/pod/show/smartmoneycircle/episodes/This-CEO-Helps-People-Invest-Like-Institutions--Meet-Joe-Barrato-Founder--CEO-Arrow-Funds-e3jecht Audio file: https://anchor.fm/s/eb41dac/podcast/play/120057853/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-15%2F424244453-44100-2-4c3b9056c2b84.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/smart-money-circle-95624/episodes/this-ceo-helps-people-invest-like-institutions-meet-joe-barrato-founder-ceo-arrow-funds Duration seconds: 1815 ## Resource Guest Joseph Barrato Founder & CEO of Arrow Investment Advisors Website https://arrowfunds.com/ Bio Joseph Barrato is the Founder and CEO of Arrow Investment Advisors, where he has spent nearly two decades developing institutional-style portfolio solutions designed to help financial advisors navigate changing market environments through diversification, tactical allocation, and alternative investments. With more than 25 years of experience spanning ETF innovation, quantitative modeling, managed futures, and tactical portfolio construction, Joe has been involved in the development of several pioneering investment structures throughout his career. Prior to founding Arrow in 2006, he held leadership roles at Rydex Investments, where he worked on research, momentum modeling, and product development initiatives that contributed to some of the earliest innovations in smart beta, tactical allocation, and ETF portfolio design, including work associated with the Invesco S&P 500 Equal Weight ETF. Earlier in his career, Joe spent 12 years at the Federal Reserve Board of Governors, where he worked as both a financial analyst and senior financial examiner supporting economists, analyzing monetary data, and advising Federal Reserve officials on financial and operational matters. Under Joe’s leadership, Arrow became an early adopter of managed futures within the 40 Act structure and today manages one of the industry’s longest-running managed futures strategies in a mutual fund wrapper. Arrow has also helped develop innovative solutions across tactical balanced portfolios, global macro strategies, income-oriented ETFs, and Tactical Bitcoin strategies focused on managing volatility within digital assets. In addition to portfolio management and product development, Joe regularly… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/smart-money-circle-95624/episodes/this-ceo-helps-people-invest-like-institutions-meet-joe-barrato-founder-ceo-arrow-funds/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/smart-money-circle-95624/this-ceo-helps-people-invest-like-institutions-meet-joe-barrato-founder-ceo-arrow-funds.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.